Edit the Automation Steps

Edit the Automation Steps

In this video, you'll learn how to edit each of the automation steps so that everything works properly in the delivery of your lead magnet.

How to Set Up an Email Automation for Lead Magnet Sign-Ups: A Step-by-Step Guide

1. Set the Trigger:

   • Click the gray "Trigger" area.

   • Select "Lead magnet form submitted" from the filter options.

   • Make sure the chosen form matches the one you want to track (e.g., "Lead Magnet: Double Your List").
     
     

2. Add a Tag:

   • Click "Add Tag."

   • Create a new tag with the name of your lead magnet (e.g., "Lead Magnet: Double Your List").

   • Delete the default tag and save the action.
     
     

3. Send a Welcome Email:

   • Choose your email template (e.g., "Lead Magnet - Confirmation Email").

     • You can search for templates by name.

   • Update the email subject line (e.g., "Your Free Guide: Double Your List is Here!").

   • Save the email.
     
     

4. Delay Delivery (Optional):

   • (Optional) Set a delay between the form submission and the email (e.g., 3 hours). This gives time for processing.
     
     

5. Send a Follow-Up Email (Optional):

   • (Optional) Repeat steps 3 and 4 to create a follow-up email for those who haven't opened the first email.
     
     

6. Save the Automation:

   • Review all the steps you've added.

   • Click "Save" to finalize the automation.

Additional Notes:

• You don't need to set up a separate SMS notification unless you have a dedicated phone number for your business and a small number of lead magnet sign-ups.

• Consider the user experience - emails are generally better viewed on computers than phones.

• You can add more steps to this automation as needed.